MY LAST YEAR'S DIVIDEND PAYERS???

[richknobsales]

TurboTax has imported the previous year's payers of dividends and other things when I import the previous year's taxes. WHERE ARE LAST YEAR'S DIVIDEND PAYERS? I HAVE TWO DOZEN! DO I HAVE TO TYPE ALL OF THEIR INFO IN AGAIN???

[DawnC]

No, you don't have to retype them if you start this year's return using the same account (if using TurboTax Online) or transferring in your 2023 tax return (if using the desktop software).     

How many TurboTax Accounts do I have?   Use the tool here to make sure you are using the same account you did last year.   

Transfer last year's return to TurboTax Desktop for Windows  

How do I transfer last year's return into TurboTax Online?

[VolvoGirl]

I have Windows Home & Business too.  Yes they have changed the interest, dividend and investment screens a lot.  Everyone is complaining.   I don't like how to enter Interest, Dividends, Sales etc.  Too many clicks and screens to click on and go through. Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other. Oh and Interest, Dividends and Sales are listed in the same list on the screen alphabetically. If I go to Interest I only want to see Interest!

You can switch to Forms Mode and enter them directly into Schedule B using the Dividend Income Smart Worksheet. But then they won't show up in the Step-by-Step list.

So go to the bottom and click on +Add Investments
Then to Import enter the bank or financial institution in the search box
Then double click on the item below

OR to manually enter, don't enter the bank name and click Skip Import at the bottom

THEN....should be a screen with 5 boxes, Interest, Dividends, Stocks, Bonds, Mutual Funds, Cryptocurrency and Other.

If you transferred from last year you get to a list of all your 1099s. To enter the amount click on Review which takes you to the beginning screen to import your tax info or go to the bottom and Skip Import. Then you get the screen with 5 boxes. Pick the kind of 1099 and Continue. Then that 1099 will show up.